Customers Defaults | ||
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Customers Records List
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Name and Details
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First and Last Name
Enter the First and Last name of the customer in the respective fields.
Company
If applicable, enter the company name in the Company field.
Phone
Enter the desired Phone Number.
Enter the desired Email Address.
Contact Info
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Select the Address Category from the dropdown control.
Enter the contact information for the customer.
Select whether the address is the Preferred Mailing Address or the Preferred Shipping Address.
Notes
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Create New Customer
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Click the New button.
Enter the Customer Name, Phone and Email Information.
If applicable, enter the Company Name.
Enter Customer's Contact Information and any Notes.
Click Save.
The new customer record will be listed.
Delete Customer
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Click the Delete button.
Click OK on the affirmation prompt.
The Customer is deleted.
Customer Name Search
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Enter the desired customer name in the Customer Name search field.
Hit Enter to perform the Search.
The customer record will be displayed.
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